Estate planning at Veritex
How to protect 18 Veritex accounts — manage beneficiaries in-branch, fund a trust in-branch, and file claims through Veritex's Huntington Personal Trust and Estate Services (successor to Veritex)
Brand change
Huntington Bancshares completed its merger with Veritex on October 20, 2025, and former Veritex accounts, cards, checks, and branches converted to Huntington Bank on January 20, 2026 (Veritex online and mobile banking ended January 16, 2026). The Veritex brand is retired -- all former Veritex locations now operate as Huntington Bank branches. Former Veritex customers bank with Huntington; this page stays live to help heirs settle legacy Veritex (and predecessor Green Bank) accounts. Effective January 2026.
Veritex is now part of Huntington. The procedures below reflect Veritex's accounts during the transition. View the Huntington estate planning page.
Veritex
Subsidiary of Huntington Bancshares Incorporated (merger closed October 2025, accounts transitioned January 2026)
veritexbank.com→
Huntington Bank Customer Service (successor to Veritex)
Phone1-800-480-2265
Mailing Address
Huntington National Bank, PO Box 1558, Columbus, OH 43272-4195
Veritex transition line
Huntington Business & Commercial Banking
WebsiteLearn more→
Huntington Personal Trust and Estate Services (successor to Veritex)
Phone1-877-575-2265
Fax1-877-867-3094
Mailing Address
Huntington National Bank, Attn: Transfer Desk, 7 Easton Oval, EA4E77, Columbus, OH 43219
WebsiteLearn more→
Huntington Bank Death Claims (successor to Veritex)
Phone1-800-480-2265
Mailing Address
Huntington Customer Service Center (EA5C42), P.O. Box 1558, Columbus, OH 43216
Veritex transition line
WebsiteNotify online→
Verified Jul 2026
Veritex offers 18 consumer accounts that interact with estate planning in distinct ways. Of those, 16 can name a trust as beneficiary or be retitled into a trust. Understanding the transfer methods available for each account type helps families keep assets out of probate and ensure they pass to the right people.
Managing beneficiaries at Veritex is straightforward—changes can be made in branch, by mail, and by phone, typically taking 15-30 minutes. Trust funding is also available, allowing families to retitle accounts into the name of a revocable living trust.
Veritex provides specific procedures for both proactive estate planning and filing claims after a death.
Preparing your estate
Beneficiaries and trust funding
How to update beneficiaries in-branch, fund a trust in-branch, and review 18 account types at Veritex.
View details →When someone dies
Death claim process
Contact Veritex's Huntington Personal Trust and Estate Services (successor to Veritex) to file a claim. 3-step process, 5 required documents, and contact information for survivors.
View details →Reach Veritex's Huntington Personal Trust and Estate Services (successor to Veritex) at 1-877-575-2265 for help with any of these procedures. Email inquiries can be sent to trust.transfer.desk@huntington.com.
Veritex is not available nationwide. Estate planning procedures may vary by state, so confirm that your location is served before making account changes.
Frequently asked questions
Veritex Community Bank was acquired by Huntington Bancshares in a $1.9 billion all-stock transaction. The merger was announced in July 2025, the merger closed on October 20, 2025, and Veritex accounts and services transitioned to Huntington Bank on January 20, 2026. Former Veritex branches now operate as Huntington Bank branches, serving Dallas, Houston, and Fort Worth communities with expanded resources. Access to Veritex online and mobile banking ended on January 16, 2026, and Huntington Online Banking became available on January 20, 2026.
Yes. Account numbers and routing numbers for deposit accounts and loans changed when Veritex accounts transitioned to Huntington Bank on January 20, 2026. New numbers were provided by mail shortly before the transition date. Veritex debit card holders received new Huntington Debit Mastercard or Huntington Bank ATM cards before January 20, 2026.
Yes. The Sterling Checking account is exclusively designed for customers age 62 and older. It features no service charge, no transaction limits, interest on all balances, and free wallet bank stock checks (up to 2 complimentary orders per year). The minimum opening balance is $100.
Veritex offered conventional mortgages and the Veritex Home Plus program, which featured no mortgage insurance (MI), maximum LTV of 97%, and lender credit for closing costs for qualified applicants. Mortgage services have transitioned to Huntington Bank. Under the Garn-St. Germain Act (12 U.S.C. 1701j-3), the lender cannot accelerate the loan when property transfers to a spouse, child, or revocable trust of the borrower.
Deposit accounts including checking, savings, money market, and CDs can be retitled to a revocable living trust. Since accounts transitioned to Huntington Bank on January 20, 2026, visit a former Veritex branch (now a Huntington Bank branch) with your trust document or Certificate of Trust and government-issued photo ID for all trustees. IRAs cannot be retitled to a trust but can name a trust as beneficiary.
Veritex offered Traditional IRAs (tax-deferred earnings on pre-tax contributions), Roth IRAs (tax-free earnings on after-tax contributions), and SEP IRAs for self-employed individuals and small business owners. All IRA accounts were FDIC insured up to $250,000. A trust can be named as beneficiary on any IRA through a separate beneficiary designation form. IRA accounts have transitioned to Huntington Bank.
Former Veritex customers should contact Huntington Bank for all banking needs. Call Huntington Personal Banking at 1-800-480-2265 or the Veritex transition line at 1-800-823-2265. Business and commercial customers can call 1-888-697-4693. Former Veritex branch locations now operate as Huntington Bank branches. Visit https://www.huntington.com/landing-pages/veritex-bank for transition information and resources.
Sources
Data sourced from Veritex primary sources (18 pages reviewed). How we research.
Veritex
Subsidiary of Huntington Bancshares Incorporated (merger closed October 2025, accounts transitioned January 2026)
veritexbank.com→Huntington Bank Customer Service (successor to Veritex)
Phone1-800-480-2265
Mailing Address
Huntington National Bank, PO Box 1558, Columbus, OH 43272-4195
Veritex transition line
Huntington Business & Commercial Banking
WebsiteLearn more→
Huntington Personal Trust and Estate Services (successor to Veritex)
Phone1-877-575-2265
Fax1-877-867-3094
Mailing Address
Huntington National Bank, Attn: Transfer Desk, 7 Easton Oval, EA4E77, Columbus, OH 43219
WebsiteLearn more→
Huntington Bank Death Claims (successor to Veritex)
Phone1-800-480-2265
Mailing Address
Huntington Customer Service Center (EA5C42), P.O. Box 1558, Columbus, OH 43216
Veritex transition line
WebsiteNotify online→
Verified Jul 2026
Estate planning articles
Learn how to protect your Veritex accounts and other assets with trusts, beneficiary designations, and estate planning documents.
